{"commodity":{"标准名称":"热轧卷板","合约品种":"热卷","交易代码":"HC","交易所":"上期所","板块":"黑色/制造业钢材","一级产业链":"铁矿石 + 焦炭/焦煤 + 废钢 → 热轧卷板 → 汽车/家电/机械/船舶/钢结构","核心驱动":"制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策","国内关注":"热卷社库厂库、制造业PMI、汽车家电排产、机械订单、钢厂检修、卷螺差","国际关注":"全球钢材需求、出口退税/反倾销、海外制造业、铁矿石发运、海运费","主要国家/地区":"中国、印度、美国、日本、韩国、欧盟、越南；原料关注澳大利亚、巴西","代表企业/机构":"中国宝武、鞍钢、本钢、首钢、河钢、浦项、JFE、ArcelorMittal、WorldSteel","直接联动":"螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电","间接联动":"制造业PMI、出口、汇率、地产基建、能源成本","新闻关键词":"hot rolled coil, HRC, steel, manufacturing, auto, appliance, shipbuilding, iron ore, steel exports","网站标签":"黑色,钢材,制造业,出口,铁矿焦煤","source_urls":"https://worldsteel.org/media/press-releases/2026/december-2025-crude-steel-production-2025-global-crude-steel-production/; https://www.shfe.com.cn/eng/Market/Futures/Metal/hc_f/ContractText/"},"match_terms":["热轧卷板","热卷","HC"],"latest_related_news":[{"id":7072769,"title":"Canada Tariffs Deepen North America’s Steel and Aluminum Squeeze","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Metals/Commodities/Canada-Tariffs-Deepen-North-Americas-Steel-and-Aluminum-Squeeze.html","summary":"The renewed trade war between the United States and Canada adds even more uncertainty to the complex steel and aluminum supply chains critical for heavy manufacturing and North America’s automotive industry. Last week’s breakdown in trade talks led to a quick escalation of tariffs and counter-tariffs, which the two close trading partners announced on each other’s imports. The trade war escalation will hit trade in key metals such as steel and aluminum and force producers and importers to seek longer-term solutions to the heightened…","products":null,"published_at":"2026-08-31 16:00:00","collected_at":"2026-08-31 21:00:23","event_type":"政策/监管","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；铜与有色:aluminum；品种库:RB:steel；品种库:HC:steel；政策/监管:tariffs","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 铜与有色 / 黑色","affected_products":"煤炭与钢铁 / 铜 / 铝 / 锌 / 镍 / 锡 / 有色金属 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；矿山/冶炼/库存/南美供应 → 有色金属供需；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":6203210,"title":"Mangione admits killing healthcare CEO and pleads guilty to federal charges","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cwy0nlq1l2wo?at_medium=RSS&at_campaign=rss","summary":"\"I shot Mr Thompson in Manhattan and he died,\" the 28-year-old said after pleading guilty to charges of stalking resulting in death.","products":null,"published_at":"2026-08-14 19:20:43","collected_at":"2026-08-14 23:12:43","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":5675594,"title":"Iron Ore Prices Hit One-Year Low as China Demand Slump Deepens","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Metals/Commodities/Iron-Ore-Prices-Hit-One-Year-Low-as-China-Demand-Slump-Deepens.html","summary":"Iron ore futures in Singapore fell to their lowest intraday level in one year as deteriorating fundamentals continued to weigh on the market. Steel demand in China remains soft amid an ongoing construction slump and weakening mill margins, while supply continues to increase, reinforcing expectations of a growing surplus. Bloomberg noted earlier that the latest concerns surrounding major physical trader Radiant World added another layer of uncertainty, but the bigger bearish narrative remains centered on lackluster demand failing to absorb…","products":null,"published_at":"2026-08-04 11:00:00","collected_at":"2026-08-04 16:04:52","event_type":"供应增加","direction":"偏空","impact_score":3,"matched_products":null,"matched_keywords":"煤炭与钢铁:iron ore；品种库:RB:iron ore；品种库:HC:iron ore；供应增加:surplus","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":5425254,"title":"Dashcam captures tornado toppling power lines onto car","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/cj631p14gpjo?at_medium=RSS&at_campaign=rss","summary":"Video obtained by the BBC provides a firsthand look at the powerful storm system that ripped through parts of eastern Wisconsin on 27 July.","products":null,"published_at":"2026-07-30 13:44:23","collected_at":"2026-07-30 18:33:41","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":5236293,"title":"China’s Rare Earth Strategy Is Forcing a U.S. Manufacturing Revolution","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Chinas-Rare-Earth-Strategy-Is-Forcing-a-US-Manufacturing-Revolution.html","summary":"Beijing is now desperately attempting to bring rare earth manufacturing back inside its own borders, exclusively. New Chinese export restrictions specifically target American plans to begin the country’s first commercial production of rare earth magnet materials by 2027. To counter that move, REalloys (NASDAQ: ALOY) is rebuilding every major stage of North America’s rare earth industry. Over the past two years, the company has assembled heavy rare earth feedstock, separation, metallization, alloy production, and permanent magnet manufacturing…","products":null,"published_at":"2026-07-26 19:00:00","collected_at":"2026-07-27 00:00:44","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:HC:manufacturing","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"热卷","transmission_paths":"热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":5054599,"title":"India’s Solar Manufacturing Push Backfires as Panel Factories Shut Down","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Indias-Solar-Manufacturing-Push-Backfires-as-Panel-Factories-Shut-Down.html","summary":"India ran into an obstacle in its ambitions to boost solar generation as local factories began to shut down because of component shortages, Reuters reported today, citing unnamed industry sources. The shortages are the result of new legislation seeking to reduce India’s dependence on solar technology imports from China and are putting investments worth some $4 billion at risk, the sources said. Since June 1, when the new legislation took effect, close to a third of India’s small and medium solar module makers have shut shop. The small…","products":null,"published_at":"2026-07-23 02:30:00","collected_at":"2026-07-23 07:30:52","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"品种库:HC:manufacturing；传导规则:巴西/印度/泰国糖供应变化:India；供应扰动:shortages","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"热卷","transmission_paths":"热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本；巴西/印度/泰国糖供应变化：甘蔗天气/压榨/出口政策 → ICE原糖 → 国内进口利润和郑糖"},{"id":4724918,"title":"China hits out at British Steel nationalisation","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cjd4kvxpd3do?at_medium=RSS&at_campaign=rss","summary":"The UK government said taking the firm into public hands would safeguard \"a vital national capability\".","products":null,"published_at":"2026-07-17 02:50:36","collected_at":"2026-07-17 05:30:29","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":4699630,"title":"Government Takes Control of British Steel, Citing National Interest","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Metals/Commodities/Government-Takes-Control-of-British-Steel-Citing-National-Interest.html","summary":"The government has brought British Steel under state ownership after the steelmaker’s nationalisation passed a public interest test. The Prime Minister said the move “secured the future of British steelmaking”, and follows the introduction of fresh legislation that made it easier for ministers to forcefully nationalise steel companies. Scunthorpe-based British Steel has appointed a revamped leadership team that will focus on “stabilising the business and developing a commercially sustainable” future, the business department…","products":null,"published_at":"2026-07-16 13:00:00","collected_at":"2026-07-16 18:01:35","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":4291079,"title":"How an Accidental Discovery in a Texas Lab Could Reshape Battery Manufacturing","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/How-an-Accidental-Discovery-in-a-Texas-Lab-Could-Reshape-Battery-Manufacturing.html","summary":"A team of scientists at Texas A&M University accidentally discovered a new method for producing a critical component in lithium-ion batteries. The team, based in College Station, Texas, was trying to study an entirely different phenomenon when they discovered that they could produce graphene oxide directly from natural gas. Not only does this discovery mean that a critical battery component could be produced more efficiently and cheaply, the process also creates green hydrogen as a byproduct. Initially, the team was trying to experiment with…","products":null,"published_at":"2026-07-08 16:00:00","collected_at":"2026-07-08 21:00:11","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:HC:manufacturing","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"热卷","transmission_paths":"热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":4289176,"title":"India’s $100 Billion Grid Bet Is Accelerating A Solar Manufacturing Boom","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Alternative-Energy/Solar-Energy/Indias-100-Billion-Grid-Bet-Is-Accelerating-A-Solar-Manufacturing-Boom.html","summary":"Just a decade ago, the Indian government seemed hell-bent on using coal to power its industrialization drive, with large-scale solar energy virtually unheard of in the country apart from a few microgrids serving remote rural villages and rooftop installations. In early 2015, the Modi administration set a goal to double domestic coal output to roughly 1.5 billion tonnes by 2030. However, the country’s energy landscape has since undergone a massive transformation in a short space of time. While the majority of the world’s industrial heavyweights…","products":null,"published_at":"2026-07-08 15:00:00","collected_at":"2026-07-08 20:01:00","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:HC:manufacturing；传导规则:巴西/印度/泰国糖供应变化:India","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"热卷","transmission_paths":"热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本；巴西/印度/泰国糖供应变化：甘蔗天气/压榨/出口政策 → ICE原糖 → 国内进口利润和郑糖"},{"id":2952484,"title":"Watch: Man attacked by bear at steel works in Japan","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/videos/cm2pjed56j3o?at_medium=RSS&at_campaign=rss","summary":"The bear, which injured four people in the attack on Tuesday, remains on the loose within the factory compound.","products":null,"published_at":"2026-06-03 01:13:45","collected_at":"2026-06-03 08:36:09","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel；供应扰动:attack","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2918991,"title":"Watch: Man attacked by bear at steel works in Japan","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/programmes/p0npr053?at_medium=RSS&at_campaign=rss","summary":"Watch: Man attacked by bear at steel works in Japan","products":null,"published_at":"2026-06-03 00:58:09","collected_at":"2026-06-03 01:26:41","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2188607,"title":"BHP Killed Its Own Hedge Against the Green Steel Shift","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/BHP-Killed-Its-Own-Hedge-Against-the-Green-Steel-Shift.html","summary":"China just expanded its national emissions trading scheme to cover steel production. The EU's carbon border adjustment mechanism entered its definitive phase in January, putting a financial penalty on emissions-intensive steel. Simandou, the world's largest untapped deposit of high-grade iron ore, shipped its first cargoes to China in late 2025. The market for lower-grade ore is contracting. The market for ore that can feed cleaner steelmaking is growing. BHP just canceled the project that would have positioned it for the second market. Instead,…","products":null,"published_at":"2026-05-27 14:00:00","collected_at":"2026-05-27 19:00:53","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":785719,"title":"U.S. industrial natural gas consumption expected to hit records in 2026 and 2027","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67686","summary":"We forecast U.S. industrial natural gas consumption will climb to record highs through 2027 in our latest Short-Term Energy Outlook. Industrial consumption averaged a record 23.6 billion cubic feet per day (Bcf/d) in 2025, 1% more than the record 23.4 Bcf/d reached in 2023. In our forecast, consumption gradually increases further in 2026 and in 2027 as we expect the natural gas-weighted manufacturing index to also rise slightly over this period.","products":null,"published_at":"2026-05-15 09:00:00","collected_at":"2026-05-15 13:01:36","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"天然气:natural gas；品种库:MA:natural gas；品种库:HC:manufacturing；传导规则:天然气/LNG上涨或供应紧张:natural gas","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 黑色","affected_products":"天然气 / 甲醇 / 热卷","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本"},{"id":528098,"title":"Glassmaker questions future of UK manufacturing","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cdrpx0xl7v8o?at_medium=RSS&at_campaign=rss","summary":"Bristol Blue Glass says rising energy costs and taxes have forced its closure.","products":null,"published_at":"2026-05-13 05:15:56","collected_at":"2026-05-13 08:16:39","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:HC:manufacturing","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"黑色","affected_products":"热卷","transmission_paths":"热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":296144,"title":"British Steel set to be nationalised, Starmer says","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c8xwg0gdrpzo?at_medium=RSS&at_campaign=rss","summary":"The steelworks has been under government control for almost a year, but leglistation to nationalise it will be put forward this week.","products":null,"published_at":"2026-05-11 09:44:55","collected_at":"2026-05-11 09:46:51","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":27691,"title":"Coal distributions for non-electric power use decline in the South","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67644","summary":"The volume of coal delivered in the United States for uses other than power generation—primarily, for manufacturing—decreased by about half in the last 15 years. Coal delivered for these purposes in the South decreased the most in percentage terms between 2010 and 2025, falling 75%, or 14.7 million short tons (MMst), according to our Annual Coal Distribution Report and Quarterly Coal Distribution Report. In 2010, the South received more than double the amount of coal received in the Northeast; by 2025 the two regions received about the same amount. Manufacturers' increasing use of natural gas instead of coal and the closure of manufacturing plants using coal were major factors in this decline.","products":null,"published_at":"2026-05-04 09:00:00","collected_at":"2026-05-09 00:43:10","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"天然气:natural gas；煤炭与钢铁:coal；品种库:MA:natural gas；品种库:HC:manufacturing；传导规则:天然气/LNG上涨或供应紧张:natural gas；传导规则:煤炭/电价/安监趋严:coal","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 煤炭与钢铁 / 黑色","affected_products":"天然气 / 煤炭与钢铁 / 甲醇 / 热卷","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"}]}